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Page content:

  • Scope
  • MVP Scenarios
  • Next steps


Scope:

  • record entitlements to time and budget on trainees in single and bulk
  • record teaching session minimum attendance (This is out of scope for TIS MVP)
  • record actuals to time, budget and teaching sessions on trainees in single and bulk

These can support form R completion and assessments activity, so would be important to TIS at MVP.

E-portfolio is currently used to record work-based assessments related to their programme curricula and potentially attendance to teaching sessions that form part of their programme. 


Scenarios:

Scenarios List Summary

Description

MVP/Post-MVP

Jira tickets
ABS-1 Record EntitlementsUser has the ability to record entitlements for time allowed for study leave and expenses.MVP TISDEV-3218 - Getting issue details... STATUS

ABS-2 Bulk record teaching session attendance against trainees

User has the ability to record in bulk teaching session attendance to trainees

Post-MVP


ABS-3 Add teaching session attendance to trainee record individually

User has the ability to record teaching session attendance to a trainee

Post-MVP


ABS-4 View/Edit teaching session attendance to trainee records individuallyUser has the ability to view/edit teaching session attendance to a traineePost-MVP

ABS-5 Bulk record curriculum teaching sessions expected attendance requirement to trainees

User has the ability to record expected attendance requirement to trainees in bulk

Post-MVP


ABS-6 View/Edit curriculum teaching sessions expected attendance requirement to traineesUser has the ability to view/edit curriculum teaching session expected attendance to traineesPost-MVP 
ABS-7 Add study leave to trainee record (time recording)User has the ability to add actual time taken for study leave to a traineeMVP TISDEV-3219 - Getting issue details... STATUS
ABS-8 View/Edit study leave on trainee recordUser has the ability to view/edit actual time taken for study leave on a trainee recordMVP  TISDEV-3219 - Getting issue details... STATUS
ABS-9 Add expenses to trainee recordUser has the ability to record expenses claimed against a trainee recordMVP TISDEV-3219 - Getting issue details... STATUS
ABS-10 View/Edit expenses on a trainee recordUser has the ability to view/edit expenses claimed against a trainee recordMVP TISDEV-3219 - Getting issue details... STATUS
ABS-11 View/Edit EntitlementsUser has the ability to view/edit entitlements for time allowed for study leave and expenses.MVP TISDEV-3218 - Getting issue details... STATUS
 ABS-12 Bulk Add/Update EntitlementsUser has the ability to add and update entitlements for budget and study leaves to trainee records in bulk ??? TISDEV-3419 - Getting issue details... STATUS
 ABS-13 Bulk Add/Update ActualsUser has the add and update actuals for expenses and study leaves in bulk ??? TISDEV-3420 - Getting issue details... STATUS
Process NameABS-1 - Record EntitlementsComments
DescriptionAdmins should be able to record entitlements for study leaves, expenses and teaching sessions minimum attendance requirement to a traineeTeaching sessions attendance is Post-MVP. 
ActorsHEE Admin, Trusts admins, Local Admins
Pre-ConditionsAdmin has navigated to the Person Record
Post-ConditionsEntitlements are recorded against a trainee's record
Process Steps
  1. Navigate to Absence within a Trainee's Absence "tab"
  2. Enter values against entitlements fields
  3. Save
  4. Entitlements value are updated

Study leaves - number of days

Expenses - GBP

Min. Teaching Sessions - number of sessions (Post-MVP)

Alternative Process StepsABS-12 - Bulk Add/Update Entitlements
RulesAs defined in field validation
Jira Links TISDEV-3218 - Getting issue details... STATUS
Audit LogWho added the record and when
Process NameABS-11 - View/Edit EntitlementsComments
DescriptionAdmins should be able to view/edit entitlements for study leaves, expenses and teaching sessions minimum attendance requirement to a traineeTeaching sessions attendance is Post-MVP. 
ActorsHEE Admin, Trusts admins, Local Admins
Pre-ConditionsAdmin has navigated to the Person Record
Post-ConditionsEntitlements are recorded against a trainee's record
Process Steps
  1. Navigate to Absence within a Trainee's Absence "tab"
  2. View/Edit values against entitlements fields
  3. Save
  4. Entitlements values are updated

Study leaves - number of days

Expenses - GBP

Min. Teaching Sessions - number of sessions (Post-MVP)

Alternative Process StepsABS-12 - Bulk Add/Update Entitlements
RulesAs defined in field validation
Jira Links TISDEV-3218 - Getting issue details... STATUS
Audit LogWho edited the record and when
Proces NameABS-3, ABS-7 - ABS-9 - Record ActualsComments
DescriptionAdmins should be able to record actual values related to time taken for study leaves, expenses claimed and number teaching sessions attended by traineeTeaching sessions attendance is Post-MVP. 
ActorsHEE Admin, Trusts admins, Local Admins
Pre-ConditionsAdmin has navigated to the Person Record
Post-ConditionsActuals are recorded against a trainee's record
Process Steps
  1. Navigate to Absence within a Trainee's Absence "tab"
  2. Enter values against actuals fields
  3. Save
  4. Actuals values are updated

Time - number of days

Expenses - GBP

Teaching Sessions - number of sessions(Post-MVP)

Alternative Process StepsABS-13- Bulk Add/Update Actuals
RulesAs defined in field validation
Jira Links TISDEV-3219 - Getting issue details... STATUS
Audit LogWho added the record and when
Proces NameABS-4, ABS-6, ABS-8 , ABS-10, ABS-11 - View/Edit Actuals and/or EntitlementsComments
DescriptionAdmins should be able to view/edit actual and entitlement values related to time taken for study leaves, expenses claimed and number of teaching sessions attended by trainee.Recording/viewing/editing of teaching sessions is Post-MVP. 
ActorsHEE Admin
Pre-ConditionsAdmin has navigated to the Person Record
Post-ConditionsActuals are recorded against a trainee's record
Process Steps
  1. Navigate to Absence within a Trainee's Absence "tab"
  2. View/Edit values against actuals fields
  3. Save
  4. Value updated

Time - number of days

Expenses - GBP

Teaching Sessions - number of sessions

Alternative Process StepsN/A
RulesAs defined in field validation
Jira Links TISDEV-3219 - Getting issue details... STATUS
Audit LogWho Edited the record and when
Process NameABS-12 - Bulk Add/Update EntitlementsComments
DescriptionAdmins should be able to add/Update entitlements for study leaves, expenses and teaching sessions minimum attendance requirement to a trainee in bulkTeaching sessions attendance is Post-MVP. 
ActorsHEE Admin, Trusts admins, Local Admins
Pre-Conditions

Admin has navigated to the People Bulk Upload Functions


Post-ConditionsEntitlements are recorded against trainees record
Process Steps
  1. Navigate to Absence Bulk Upload Function
  2. Download the Excel template for Entitlements
  3. Populate the spreadsheet with entitlements for each trainee
  4. Browse and Upload the spreadsheet using the Bulk Upload function
  5. System validates spreadsheet and presents validation errors if any
  6. System creates new records based on spreadsheet values
    1. Where system finds matching records on TIS, it will update the record with details being uploaded
    2. Where system cannot find a matching record on TIS, new records will be created
  7. System will send confirmation when process completes
  8. System presents a list of newly created records for review/update
  9. Entitlements values are added or updated against trainees  records

Study leaves - number of days

Expenses - GBP

Min. Teaching Sessions - number of sessions (Post-MVP)

Refer to Field Validation (Entitlements v Actuals MVP table only) for fields to be included in the Entitlements Upload Template. 

Alternative Process StepsN/A
RulesAs defined in field validation
Jira Links TISDEV-3419 - Getting issue details... STATUS
Audit LogWho did the bulk upload, which set of records were added/updated and when
Proces NameABS-13- Bulk Add/Update ActualsComments
DescriptionAdmins should be able to record in bulk actual values related to time taken for study leaves, expenses claimed and number teaching sessions attended by traineeTeaching sessions attendance is Post-MVP. 
ActorsHEE Admin, Trusts admins, Local Admins
Pre-ConditionsAdmin has navigated to the People Bulk Upload Functions
Post-ConditionsActuals are recorded against trainees record
Process Steps
  1. Navigate to Absence Bulk Upload Function
  2. Download the Excel Template for Actuals
  3. Populate the spreadsheet with Actuals for each trainee
  4. Browse and upload the Actuals spreadsheet using the Bulk upload function
  5. System validates spreadsheet and presents validation errors if any
  6. System creates new records based on spreadsheet values
    1. Where system finds matching records on TIS, it will update the record with details being uploaded
    2. Where system cannot find a matching record on TIS, new records will be created
  7. System will send confirmation when process completes
  8. System presents a list of newly created records for review/update
  9. Actuals values are added or updated against trainee records.

Time - number of days

Expenses - GBP

Teaching Sessions - number of sessions(Post-MVP)

Refer to Field Validation (Entitlements v Actuals MVP table only) for fields to be included in the Actuals Upload Template.

Alternative Process StepsN/A
RulesAs defined in field validation
Jira Links TISDEV-3420 - Getting issue details... STATUS
Audit LogWho did the bulk upload, which set of records were added/updated and when

Next steps:


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